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Nordea 1 - Emerging Market Bond HBC EUR

Ranked 43 out of 113 in - Emerging Markets Global Hard Currency over 12 months
All calculations are in EUR unless stated

Managed by

David Bessey

David Bessey is managing director and head of Prudential Fixed Income’s Emerging Markets team, investing in emerging market debt denominated in both $US and local currencies. Alongside co-manager Cathy Hepworth, he successfully manages the WIP Emerging Markets Fixed Income Fund. Bessey also specializes in the utility and sovereign sectors for the high yield team. From 1994 to 1999, Bessey was a senior portfolio manager for emerging markets portfolios and $US investment grade assets. Previously, he developed asset allocation strategies for insurance portfolios and managed Prudential Financial’s long-term funding book. Prior to joining Prudential Financial in 1989, Bessey was a project manager on various engineering projects in the United States, Asia, and Latin America. Bessey received a B.S. in geological engineering from Cornell University and an MBA in finance from the Sloan School at the Massachusetts Institute of Technology.

Cathy Hepworth

Cathy Hepworth attended Georgetown University in 1984 and New York University in 1993 where she obtained a BSc in Foreign Science and an MBA in Finance respectively. She began her career as an analyst at Golembe Associates in 1984, and later joined Merrill Lynch in 1986 and Bankers Trust in 1986 working as an associate. She joined Oppenheim Pramerica in 1989 and currently co-manages (with David Bessey) the Wip Emerging Markets Fixed Income Fund. Outside of fund management, Cathy enjoys running.

Objective

This Sub-fund shall invest a minimum of two-thirds of its total assets (after deduction of cash) in fixed income and floating rate debt securities issued by public authorities and private borrowers, which are domiciled or exercise the predominant part of their economic activity in an Emerging Market country. The securities are denominated in hard currencies, such as US Dollar or Euro.

Showing fund performance in Luxembourg View performance globally

Performance

Emerging Markets Global Hard Currency over : 30/09/2017 - 30/09/2018
  • Rank 43/113 Total Return
  • Rank 78/113 Standard Deviation
  • Rank 60/113 Max Drawdown
Fund Name Currency Return
41 JPM Emerging Markets Bond C Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.8%

42 PIMCO GIS Emerging Markets Bond Inst EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.9%

43 Nordea 1 - Emerging Market Bond HBC EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.9%

44 AG Select EM Inv Grade Bond I MInc Hedged EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.0%

45 Candriam Bonds Emerging Markets I Cap EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.0%

45 Pictet-Global Emerging Debt-HI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.0%

Fund Name Currency Risk
76 AB FCP I-Emerging Markets Debt Portfolio A2 EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

6.0

77 GAM Multibond - Emerging Bd-EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

6.0

78 Nordea 1 - Emerging Market Bond HBC EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

6.1

79 Ashmore SICAV EM Sov Debt I EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

6.1

80 Merian Emerging Market Debt A EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

6.2

Fund Name Currency Loss
58 BGF Emerging Markets Bond X2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.6%

58 Amundi SICAVII Emerging Markets Bond I Dis Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.6%

60 Nordea 1 - Emerging Market Bond HBC EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.7%

61 UBAM Emerging Market Debt Opportunities IHC EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.8%

62 BlueBay Emerging Market Bond B EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.8%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7% -5.1% 1.9%
2017 10.2% 4.1% 1.8% 2.9% 1.0%
2016 9.3% 3.8% 5.4% 4.6% -4.4%
2015 0.8% 2.3% -0.5% -2.7% 1.7%
2014 -1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. France
  3. Luxembourg
  4. Netherlands
  5. Singapore
  6. Switzerland

Fund Info

  • Launch date21/07/2014
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN LU0841629495
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment75,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).